Surgeons Capital Management
Financial Services
Bala-Cynwyd, Pennsylvania 2,425 followers
The only opinion you need
About us
Surgeons Capital Management (SCM) is a private concierge wealth management firm that works solely with Surgeons around the country. We focus on wealth management, estate planning, retirement benefits, and credit protection strategies. Because of our work with surgeons and their professional associations we are able to provide benefits and programs that are only available to surgeons working with us. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Surgeons Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
- Website
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http://www.SCM-advisors.com
External link for Surgeons Capital Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bala-Cynwyd, Pennsylvania
- Type
- Partnership
- Founded
- 2012
Locations
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Primary
Get directions
1 Belmont Ave
Suite 1000
Bala-Cynwyd, Pennsylvania 19004, US
Employees at Surgeons Capital Management
Updates
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🌟 Excited to attend the American Association of Hip and Knee Surgeons (AAHKS) 2024 Annual Meeting in Dallas this week! 🌟 Surgeons Capital Management, Anthony Kidron, CFP®, and Ian Rose LACP, CRES are looking forward to connecting with old friends & colleagues and learning from some the best in hip and knee arthroplasty. If you’re attending, let’s catch up! See you in Dallas! #AAHKS2024 #Orthopedics #HipAndKnee www.scm-advisors.com
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We're excited to be attending the CNS Congress of Neurological Surgeons in Houston from September 28th to October 2nd! We're passionate about supporting the incredible work of neurosurgeons. Our team will be there to learn about the latest advancements, challenges, and opportunities in the field. Want to chat about your practice or financial goals? Let’s connect! #CNS2024 #NeuroSurgery #MedicalFinance #SurgeonsCapitalManagement
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We're excited to be attending the #NASS2024 conference in Chicago! As a firm dedicated to supporting surgeons, we believe in staying at the forefront of medical advancements. Our team will be there to connect with industry leaders, learn about the latest innovations, and most importantly, listen to your needs. Looking forward to valuable conversations! #SurgeonsCapitalManagement #SpineSurgery #MedicalFinance #FinancialPlanning
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Surgeons, it's time to take control of your financial destiny! Our team at Surgeons Capital Management is here to guide you. Schedule a consultation today and discover how we can help you achieve your financial goals. https://lnkd.in/es-nUGW3 #SurgeonFinance #InvestmentManagement #SurgeonsCapitalManagement
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Time is your most valuable asset. Don't waste it on financial worries. Surgeons Capital Management provides professional wealth management solutions designed for busy surgeons. #SurgeonLife #WealthManagementStrategies #FinancialPlanning #SurgeonsCapitalManagement
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At Surgeons Capital Management, we understand the unique challenges you face. Our deep industry knowledge empowers us to deliver tailored wealth management solutions throughout your career, from residency to retirement. Don't settle for a generic approach. Contact Surgeons Capital Management today and build a financial future as exceptional as your career. https://lnkd.in/erg-Hfdr #Surgeons #FinancialPlanning #SurgeonsCapitalManagement
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Surgeons, your career is steady, but is your financial future? Don't let your wealth become a Jenga game - one wrong move, and it could all come crashing down. Build a solid plan with Surgeons Capital Management. #Surgeons #FinancialPlanning #SurgeonsCapitalManagement
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Medical Device Representatives: Help Secure Your Financial Future with Surgeons Capital Management! Our team can help empower you to pursue your wealth management goals. We offer personalized plans and professional guidance for the medical device industry. Contact us today: https://lnkd.in/erg-Hfdr #FinancialFreedom #WealthManagement #SurgeonsCapitalManagement
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Building a strong financial future is no exception. We understand the journey. Let Surgeons Capital Management help you in crafting a lasting legacy. #FinancialPlanning #SurgeonsCapitalManagement #WealthManagement
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